The Warner Companies
Founded: 1992 Subsidiary: The L. Warner Companies, Inc, Asset Management Arm
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The Warner Companies Employees
The Warner Companies February 1997 - Present
Skills
Financial Services
Education
Loyola College in Maryland 1988 — 1992
Pope Paul VI High School 1984 — 1988
PSA Insurance & Financial Services January 2013 - Present
The Warner Companies November 2008 - January 2013
Group Benefit Services 2004 - 2008
Washington Redskins 2000 - 2003
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Employee Relations, Benefits Administration, Account Management, Health Care Reform, Term Life Insurance, Health Savings Accounts, Accident, Brokers, Workers Compensation, 401k
Education
University of Maryland College Park 1995 — 1999
Bachelor's degree, Political Science and Government
Morgan Stanley September 2013 - Present
The Warner Companies June 2005 - September 2013
Skills
Strategic Planning, Project Management, Sales, Team Building, Team Leadership, Coaching, Customer Service, Public Speaking, Research, Insurance, Microsoft Office, Employee Benefits, New Business Development, Teaching, Financial Analysis, Microsoft Excel, Microsoft Word, SmartOffice, Executive Benefit...
Education
University of Delaware 2001 — 2005
Bachelor's degree, Finance, General
PSA Insurance and Financial Services December 2013 - Present
PSA Insurance & Financial Services September 2012 - December 2013
The Warner Companies December 2005 - September 2012
Johns Hopkins HealthCare April 2003 - December 2005
Skills
Employee Benefits, Actuarial Science, Healthcare, Actuarial Consulting, Process Improvement, Group Insurance, Life Insurance, Benefits Administration, Group Benefit Plans, Executive Benefit..., Disability Insurance, FSA, Microsoft Office, Health Care Reform, Microsoft Excel, Customer Service, Coaching, Strategic Planning, Project Management, FMLA, Insurance, Health Insurance, Health Savings Accounts
Education
Penn State University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Quantitative Business Analysis & MSIS
Dallastown High School 1987 — 1991
The Warner Companies September 2014 - Present
Aon Hewitt July 2008 - September 2014
Glatfelter Insurance Group June 2006 - August 2007
Skills
Actuarial Science, Employee Benefits, Analysis, Pensions, Defined Benefit, Actuarial Consulting, Investments, Data Analysis, Financial Risk, Risk Management, Valuation
Education
Penn State University 2004 — 2008
Bachelor's, Actuarial Science
The Warner Companies Member Acquistions CommitteeBaltimore Museum of Art2010 - 2011
United Cerebral Palsy/Central Md 2005 - 2011
Baltimore Museum of Art 2000 - 2009
Fund For Educational Excellence 2005 - 2008
Beth Am 2000 - 2004
HelixCare January 1994 - August 1998
Education
Columbia University - Columbia Business School 1972 — 1976
MBA, Marketing/Health Care Administration
Columbia University Mailman School of Public Health 1972 — 1976
MPH, Health Care Administration
Boston University 1968 — 1970
B.S., Psychology/Sociology
University of Delaware 1966 — 1968
Experimental Psychology
The Warner Companies October 2008 - Present
Integrated Healthcare Strategies 1995 - 2008
Skills
Executive Benefit Plan..., 457 Plan Administration, Enrollment Specialist, Project Management, Health Insurance, Customer Service, Team Building, Human Resources, Employee Relations, Employee Benefits, Healthcare, Performance Management, Leadership
Education
Carlson School of Management
BS, Business Management
Bloom Health April 2015 - Present
The Warner Companies July 2013 - Present
MDLIVE, Inc. October 2012 - June 2013
Optum August 2009 - October 2012
CareCore National June 2008 - August 2009
Trustmark Companies March 2005 - June 2008
Aetna May 2001 - March 2005
US Army May 1998 - May 2003
Skills
Management, Healthcare, Hospitals, Insurance, Medical Devices, Strategic Planning, Leadership, Access, Cross-functional Team..., Process Improvement, New Business Development, Team Building, Business Development, Strategy
Education
United States Military Academy at West Point 1994 — 1998
Systems Engineering
Raymond James February 2014 - Present
RBC Wealth Management February 2011 - January 2014
The Warner Companies November 2009 - February 2011
South Moon Under October 2006 - 2011
World Trade Center Institute August 2009 - December 2009
Skills
Financial Analysis, Asset Allocation, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Microsoft Word, Wealth Management, Investments, Outlook, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola University Maryland 2006 — 2009
BBA, Business
Denison University 2005 — 2006
Notre Dame Prep 2000 — 2005
C&S Wholesale Grocers July 2015 - Present
Abington Friends School September 2010 - June 2015
Abington Friends School April 2009 - July 2012
Upper Makefield Township January 2010 - December 2010
Academic Coaching and College Counseling August 2008 - September 2010
The Warner Companies March 2007 - November 2008
MDU Communications July 2005 - March 2007
ARAMARK Correctional Services April 2004 - July 2005
The Graham Company October 2001 - April 2004
GE American Communications November 1999 - October 2001
Skills
Team Building, Leadership, Cross-functional Team..., Strategic Planning, Operations Management, Leadership Development, Team Leadership, Coaching, Teaching, Public Speaking, Project Planning, New Business Development, Higher Education, Marketing, Start-ups, Curriculum Design, Risk Management, Business Planning, Account Management, Program Management, Entrepreneurship, Mathematics, Customer Service, Fundraising, Staff Development, Nonprofits, Human Resources, Educational Leadership, P&L Management, Problem Solving, Process Development, Customer Relations, Mentoring, Process Simulation, Sales Management, Training, Project Management, Microsoft Excel, Curriculum Development, Tutoring, Classroom, Sales, Community Outreach, Executive Management, Analysis, Microsoft Word, Educational Technology, Program Development
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering Management
PSA Insurance & Financial Services August 2014 - Present
PSA Insurance & Financial Services August 2013 - Present
MetLife March 2012 - July 2013
The Warner Companies 2003 - 2012
Skills
Employee Benefits, Insurance, Account Management, Project Management, Marketing, Benefits Administration, Marketing Communications, Corporate Communications, Customer Service, Field Service
Education
Salisbury University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management & Finance
CareFirst BlueCross BlueShield June 2014 - Present
The Warner Companies January 2014 - June 2014
NCAS/CFA June 2011 - January 2014
CareFirst BlueCross BlueShield January 2010 - June 2011
Ripken Baseball 2008 - 2009
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Insurance, Health Insurance, Claim, Customer Service, Microsoft Word, Marketing, Stop Loss Marketing, Stop Loss Claims, Employee Benefits, Account Management, Sales, Event Planning, Analysis
Education
UMUC 2012 — 2014
MBA, Business Administration and Management, General
Towson University 2004 — 2009
Bachelors, Mass Communications
Under Armour January 2014 - Present
The Warner Companies March 2013 - December 2013
The Warner Companies November 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, English, QuickBooks, Administrative..., Outlook, Data Entry, Telephone Skills, Office Management, SmartOffice, Administrative...
Education
McDaniel College 2008 — 2012
Bachelor of Arts (B.A.), French Language and Communication
University of Burgundy 2011 — 2011
French Language and Literature
Philidor Rx Services July 2015 - Present
Independent Benefits Consultant November 2013 - July 2015
The Warner Companies June 2008 - November 2013
Education
Temple University
Temple University
Bachelor of Business Administration, Marketing
The Warner Companies October 2012 - Present
AllStarInc. December 2010 - October 2012
InterBank Mortgage Company November 2010 - October 2012
Octagon, Inc. March 2010 - January 2011
Slammers Baseball March 2009 - March 2010
Skills
Social Media, Sports Marketing, Customer Service, Sales, Marketing, Sports Management, PowerPoint, Social Media Marketing, Microsoft Excel, Account Management
Education
North Central College 2009 — 2010
MBA, Management & Marketing
North Central College 2005 — 2009
BA, Business Management & Professional Conflict Resolution
Casagrande Consulting April 2009 - Present
College & University Employee Benefits Solutions January 2013 - Present
The Warner Companies May 2010 - Present
Hay Group October 1997 - April 2009
Passaic Board of Education September 1996 - September 1997
Montclair State University January 1995 - September 1996
KPMG January 1989 - December 1994
Buck Consultants January 1985 - December 1989
Hallman & Lorber Associates 1981 - 1985
Skills
Facilitation, Compensation, Management Consulting, Employee Benefits, Healthcare, Performance Management, Strategic Planning, Leadership Development, Public Speaking, Business Strategy, Team Leadership, Succession Planning, New Business Development, Strategy Development, Higher Education, Deferred Compensation, Strategy, Nonprofits, Executive Pay, Leadership, Workshop Facilitation, Executive Management, Training, Human Resources, Recruiting, Management, Consulting, Business Planning, Research, Employee Relations, Defined Benefit, Executive Compensation...
Education
Montclair State University 1995 — 1996
M.A., Teaching
Union College 1976 — 1980
B.S., Applied Mathematics
Sewanhaka High School
The Warner Companies May 2010 - Present
Crawford Advisors, LLC May 2008 - May 2010
Skills
Employee Benefits, Insurance, Health Insurance, Customer Service, Outlook, Negotiation, Disability Insurance, Life Insurance, Benefits Administration, Presentations, Sales, New Business Development, Long-term Care, Account Management
Education
Penn State University 2004 — 2008
Bachelor of Science, Economics
The Warner Companies October 2014 - Present
The Warner Companies 2009 - October 2014
Prudential Financial 2008 - 2009
Oce 2007 - 2008
Skills
Financial Analysis, Business Development, Team Building, New Business Development, Sales Management, Strategic Planning, Mergers, Investments, Sales, Strategy, Finance, Public Speaking, Start-ups, Leadership, Business Planning, Due Diligence, Mergers & Acquisitions, Marketing, Insurance, Contract Negotiation, Marketing Strategy, Management, Account Management, Entrepreneurship
Education
Tufts University 2003 — 2007
BA, Psychology, Entrepreneurial Leadership
The Warner Companies January 2011 - Present
Beverly Hills Sports Council July 2008 - January 2011
Tampa Bay Devil Rays (2007) 2007 - 2007
Oakland Athletics (2005–2007) 2005 - 2007
Colorado Rockies (2005) 2005 - 2005
San Diego Padres (2003–2004) 2003 - 2004
San Francisco Giants (2002) 2002 - 2002
New York Yankees (2001) 2001 - 2001
San Diego Padres (2000–2001) 2000 - 2001
Kansas City Royals (1999–2000) 1999 - 2000
Skills
Sports Management, Baseball, Athletics, Public Relations, Public Speaking, Marketing, Account Management, Team Leadership, Sports, Sports Marketing, Sponsorship, Sponsorship Sales, Ticket Sales, Training, Recruiting, Social Media
Education
University of Maryland Baltimore County
The Warner Companies August 2014 - Present
Aon Hewitt November 2013 - August 2014
Aon Hewitt April 2013 - October 2013
Dukes-Moore Insurance Agency, Inc. December 2012 - March 2013
Kelly & Associates Insurance Group July 2012 - November 2012
Dickinson College January 2012 - May 2012
Dickinson College January 2012 - May 2012
Dickinson College August 2011 - December 2011
Dickinson College May 2011 - August 2011
New Image Camps June 2010 - August 2010
Skills
Employee Benefits, Employee Wellness..., Healthcare Reform, Health Insurance, PowerPoint, Microsoft Excel, Microsoft Word, Writing, Research, Editing, Social Media
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA), Health Care Management
Dickinson College 2008 — 2012
Bachelors of Arts, International Studies, Health Studies
School for International Training 2010 — 2010
International Relations, Multilateral Diplomacy, and Social Justice
National Benefits Group of America April 2013 - Present
NFP Corporate Services (NY) July 2010 - Present
The Warner Companies May 2010 - Present
Winston Financial May 2008 - Present
Benefit Technologies November 2010 - December 2012
MetLife October 1995 - December 2003
Aetna 1995 - 2000
Skills
Health Insurance, Employee Benefits, Disability Insurance, Benefits Administration, Life Insurance, Insurance, COBRA, Open Enrollment, Health Savings Accounts, Term Life Insurance, Accident, Voluntary Employee..., 401k, Flexible Spending..., Universal Life, Critical Illness, Whole Life, Property & Casualty..., Long-term Care, FSA, Group Insurance, Long Term Care Insurance, Brokers, Cafeteria Plans
Education
Farmingdale State University of New York 1978 — 1980
Business Administration and Management, General
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Yaffe & Company December 2011 - Present
The Warner Companies 2006 - 2011
The Warner Companies 2006 - 2011
Skills
Project Management, Management, Market Research, Data Analysis, Leadership Development, Analysis, Marketing
Education
Loyola University Maryland 2010 — 2013
Master of Business Administration (M.B.A.)
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), International Studies
The Warner Companies August 2014 - Present
AXA Advisors July 2010 - August 2014
Garrison Finacial, LLC March 2002 - July 2010
Foreward Links January 2000 - March 2002
Dunlop/Maxfli March 1998 - November 1999
Softspikes Inc. April 1992 - March 1998
Skills
Investments, Financial Analysis, Securities, Estate Planning, New Business Development, Sales, Employee Benefits, Business Planning, Due Diligence, Sales Management, Valuation, Account Management, Strategic Planning, Marketing, Finance, Estate Law
Education
Denison University 1983 — 1987
BA, Economics
Morgan Stanley September 2014 - Present
The Warner Companies June 2013 - November 2013
Wasabi Ventures, LLC May 2012 - May 2013
UBS Wealth Management August 2012 - December 2012
Ice World January 2006 - May 2011
Loyola University Maryland September 2009 - December 2010
Whitman, Requardt & Associates, LLP June 2010 - September 2010
Skills
Microsoft Excel, Market Research, Investments, Finance, Start-ups, Research, Valuation, PowerPoint, Sales, Social Networking, Accounting, Recruiting, Program Management, Coaching, Portfolio Management, Equities, Time Management, Venture Capital, Microsoft Word, Healing Touch, Mutual Funds, Microsoft Office, Bloomberg Terminal
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Calvert Hall College High School 2005 — 2009
The Warner Companies August 2004 - Present
Crawford Advisors, LLC November 1998 - August 2004
Integrated Health Services (IHS) April 1996 - November 1998
Skills
Employee Benefits, Benefits Administration, Team Building, Account Management, Coaching, Brokers, Strategic Planning, Insurance, Health Insurance, Project Management
Education
University of Baltimore 1996 — 2001
Master of Business Administration (MBA), Marketing
University of Delaware 1990 — 1995
Bachelor of Science (BS) & Bachelor of Arts (BA), Business administration & Psychology
Aon Hewitt May 2015 - Present
Aon Hewitt May 2012 - April 2015
Hewitt Associates April 2008 - October 2010
The Warner Companies April 2007 - April 2008
ConnectYourCare August 2006 - December 2006
Benelogic, LLC January 2005 - August 2006
AIG American General October 2003 - December 2004
UnumProvident October 2000 - October 2003
Fidelity Investments September 1999 - October 2000
Skills
Employee Benefits, Insurance, Customer Service, Benefits Administration, Business Analysis, Coaching, Team Building, Project Management, Strategic Planning, Account Management, Sales, Training
Education
University of New Hampshire 1996 — 1997
The Warner Companies August 2014 - Present
Jupiter Sports Group, LLC October 2012 - Present
Citizens Disability & Chris O'Connor Law October 2011 - October 2012
Steinger, Iscoe & Greene March 2009 - November 2011
TD Banknorth Garden & Boston Bruins October 2006 - November 2008
Boston Red Sox November 2004 - November 2006
Skills
Sales, Contract Negotiation, Contract Management, Contract Drafting, Marketing, Business Development, New Business Development, Social Media Marketing, Sales Management, Negotiation, Event Management, Golf, Sports, Leadership, Legal Writing
Education
Suffolk University Law School 2001 — 2004
JD
Lynn University 1997 — 2001
Bachelor of Science (BS), Management
The Warner Companies September 2008 - Present
AmericasBANK January 2008 - July 2008
AmericasBANK May 2004 - June 2006
Farmers & Mechanics December 1997 - May 2004
Education
Catonsville Community College 1996 — 1997
General Education
Catonsville High School 1993 — 1996
General Education
The Warner Companies 2007 - Present
Northwestern Mutual 2005 - 2006
American Fidelity 1995 - 2005
Education
University of Central Oklahoma 1992 — 1994
Oklahoma State University 1990 — 1992
PNC Capital Finance July 2015 - Present
The Warner Companies December 2014 - June 2015
PNC February 2014 - December 2014
PNC April 2012 - February 2014
Seneca One Finance June 2011 - April 2012
Chesapeake Capital Partners, LLC May 2008 - June 2011
Chesapeake Capital Partners, LLC March 2005 - May 2008
Skills
Financial Analysis, Real Estate Transactions, Real Estate Investment, Real Estate Finance, Real Estate Development, Real Estate Financing, Real Estate Private..., Financial Modeling, Financial Management
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MS, Finance
Stevenson University 2004 — 2008
BS, Business Administration
My Pet Friends August 2009 - Present
Berks and Beyond Employment Services Inc March 2011 - July 2012
Berks and Beyond Employment Services Inc 2011 - 2012
My Pet Friends August 2009 - March 2011
The Warner Companies June 2006 - July 2009
Deutsche Bank December 1989 - November 2005
Skills
Unclaimed Property..., Account Reconciliation, Bank Reconciliation, Payroll, Sourcing, Sales, ADP Payroll, Cash, Interviews, Cash Receipts, Data Entry, Balance, Expenses, Financial Statements, Customer Service, Strategic Planning, Microsoft Office, Risk Management, Management, Banking, Investments, Financial Analysis, Portfolio Management, Team Building
Education
University of Phoenix 2009 — 2014
Bachelors Degree (BS), Accounting, 3.70 GPA
Franklin Senior High Scool 1983 — 1985
Diploma, Academic
Colegio Bautista de La Gracia August 2015 - Present
Baltimore Orioles 2006 - Present
Ripken Baseball May 2014 - August 2015
Ripken Baseball September 2013 - April 2014
G.O. Ministries, Inc. May 2013 - June 2013
The Warner Companies August 2009 - March 2013
Towson University June 2007 - August 2009
Skills
Coaching, Customer Service, Teamwork, Microsoft Office, Sports Management
Education
Towson University 2004 — 2007
BS, Sports Management, 3.91 GPA